Africa-Focused Financial Advisor | Relationship & Growth

Old Mutual Life Assurance Company (SA) Ltd; Aliwal North; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd seeks professionals to provide customer-focused financial services support across listed SA locations. You will identify opportunities, manage client relationships, and deliver solutions tailored to decision-makers within client organizations.

The role emphasizes consultative selling, data-driven CRM follow-up, and building a network of influence to drive business growth while adhering to regulatory standards.

Qualifications

• NQF Level 5 or higher, higher certificate or equivalent.
• Experience in sales/customer service within financial services is a plus.
• Closing date and equity goals are part of duties.

Responsibilities

• Provide quality customer service and identify new business opportunities.
• Process cases, handle complex queries, and resolve issues.
• Schedule follow-ups and enter data into CRM for retention.
• Clarify customer needs and tailor presentations to decision-makers.
• Develop relationships with potential accounts and key influencers.
• Ensure compliance with organizational policies and regulatory codes.
• Monitor market data to identify regional business development opportunities.
• Represent the organization at business sector events.

Skills

Consultative Selling

Customer Service

Relationship Building

Sales Opportunities

Oral Communication

Qualifying Prospects

Probing Questions

Direct Selling

Sales Data

CRM Data

Education

NQF Level 5 or equivalent

Tools

Sales Software

Job description

Old Mutual Life Assurance Company (SA) Ltd seeks professionals to provide customer-focused financial services support across listed SA locations. You will identify opportunities, manage client relationships, and deliver solutions tailored to decision-makers within client organizations.

The role emphasizes consultative selling, data-driven CRM follow-up, and building a network of influence to drive business growth while adhering to regulatory standards.